Roving Personal Banker | Golden Gate Financial District

Wells Fargo•San Francisco, CA

13d•$23 - $31•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. This front-line role supports multiple branch locations within an assigned geography, building customer relationships and helping customers meet everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, as well as cash handling and teller-line transactions. The employee works with branch teammates across locations to provide consistent, high-quality customer service, adapt to changing branch environments, and follow bank standards and risk controls. The role includes training and coaching and may provide a foundation for further career growth within Wells Fargo.

Requirements

At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to travel 100% of the time within the assigned geography and commute to assigned branch locations for the duration of assignments.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at employment; Wells Fargo will initiate the registration process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.
Not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by phone, email, or other channels to strengthen relationships and identify opportunities to support customers.
Comfort using digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve customer needs and provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Provide personalized banking support across multiple branches in an assigned geographic area, covering banker and teller absences and temporarily filling open positions as needed.
Adapt to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards.
Build customer relationships through proactive conversations and engagement that support financial well-being.
Lead discovery conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to support customer and business goals.
Support everyday banking needs, including account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and in compliance with operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates to make seamless handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as appropriate.